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    <title><![CDATA[ING Think]]></title>
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    <link>https://think.ing.com/</link>
    <description>From Trump to trade, from Draghi to the dollar, we tell you what's happening - and is likely to happen in global markets.</description>
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			<title>ING Think</title>
			<link>https://think.ing.com/</link>
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    <dc:language>en</dc:language>
    <dc:creator>economics@uk.ing.com</dc:creator>
    <dc:rights>Copyright 2026</dc:rights>
    <dc:date>2026-08-07T13:50:00+00:00</dc:date>
    <admin:generatorAgent rdf:resource="https://www.terralemon.com/" />

	 
<item>
  <title><![CDATA[Surprise US job weakness casts serious doubt on Fed rate hikes]]></title>
  <link>https://think.ing.com/articles/surprise-job-weakness-casts-serious-doubt-on-fed-rate-hikes/</link>
  <guid>https://think.ing.com/articles/surprise-job-weakness-casts-serious-doubt-on-fed-rate-hikes/#When:13:55:00Z</guid>
  <description><![CDATA[NORTH AMERICA: The US lost jobs in July and while the unemployment rate fell, it was for bad reasons. Rate hike expectations have declined, but there is a lot happening before the 16 September FOMC meeting]]></description>
  <dc:subject><![CDATA[North America, United States]]></dc:subject>
  <dc:date>2026-08-07T13:55:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Monitoring Turkey: Geopolitical relief to support disinflation]]></title>
  <link>https://think.ing.com/articles/monitoring-turkey-geopolitical-relief-to-supports-disinflation/</link>
  <guid>https://think.ing.com/articles/monitoring-turkey-geopolitical-relief-to-supports-disinflation/#When:13:50:00Z</guid>
  <description><![CDATA[TURKEY: July data reinforced the downtrend in annual inflation, with risks from energy prices and geopolitics easing. Meanwhile, rising reserves and easing Gulf tensions are bringing the timing of the Central Bank of Turkey's liquidity easing into sharper focus]]></description>
  <dc:subject><![CDATA[Turkey]]></dc:subject>
  <dc:date>2026-08-07T13:50:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Could copper lose its tariff premium?]]></title>
  <link>https://think.ing.com/articles/could-copper-lose-its-tariff-premium/</link>
  <guid>https://think.ing.com/articles/could-copper-lose-its-tariff-premium/#When:12:40:00Z</guid>
  <description><![CDATA[ Copper has rallied sharply on expectations of US import tariffs, as traders rush metal into the US and physical markets tighten. With prices back near record highs, any policy disappointment could put that tariff premium to the test]]></description>
  <dc:subject><![CDATA[Commodities, Industrial Metals, Commodities, Food &amp; Agri]]></dc:subject>
  <dc:date>2026-08-07T12:40:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[CEE & CCA week ahead: Polish GDP and inflation, and Romania rate decision]]></title>
  <link>https://think.ing.com/articles/cee-cca-week-ahead/</link>
  <guid>https://think.ing.com/articles/cee-cca-week-ahead/#When:11:30:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: We expect the National Bank of Romania to leave rates unchanged on 10 August, extending the pause in place since August 2024. The week will also bring inflation data from across the CEE and CCA regions]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Czech Republic, Poland, Romania, Key Events]]></dc:subject>
  <dc:date>2026-08-07T11:30:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Hungarian inflation hits 10-year low]]></title>
  <link>https://think.ing.com/snaps/hungarian-inflation-hits-10-year-low/</link>
  <guid>https://think.ing.com/snaps/hungarian-inflation-hits-10-year-low/#When:10:50:00Z</guid>
  <description><![CDATA[CENTRAL AND EASTERN EUROPE: July saw record-low inflation as we expected. The strength of the forint and favourable food price developments pulled inflation lower. This makes a rate cut in August a done deal, and an extension to the cutting cycle looks highly likely]]></description>
  <dc:subject><![CDATA[Central and Eastern Europe, Hungary]]></dc:subject>
  <dc:date>2026-08-07T10:50:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[THINK Ahead: This is what’s really keeping central banks up at night]]></title>
  <link>https://think.ing.com/opinions/think-ahead-this-is-whats-really-keeping-central-banks-up-at-night/</link>
  <guid>https://think.ing.com/opinions/think-ahead-this-is-whats-really-keeping-central-banks-up-at-night/#When:10:32:00Z</guid>
  <description><![CDATA[ What if the supply shocks just keep on coming? From semiconductors to hot weather, there's no shortage of potential risks. Yet against a backdrop of a cooler jobs market, James Smith argues the case for a fresh inflation wave is far from convincing]]></description>
  <dc:subject><![CDATA[]]></dc:subject>
  <dc:date>2026-08-07T10:32:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[FX Daily: High-stakes payrolls]]></title>
  <link>https://think.ing.com/articles/fx-daily-high-stakes-payrolls/</link>
  <guid>https://think.ing.com/articles/fx-daily-high-stakes-payrolls/#When:06:45:00Z</guid>
  <description><![CDATA[ Kevin Warsh’s ambiguity at the July FOMC means data releases like today’s payrolls carry greater risks of an outsized market reaction. Our call (70k) is close to consensus (80k), with only a tick higher in unemployment to 4.3%, which could drive a small dollar drop. We are still looking at no Fed cuts and dollar softening going forward]]></description>
  <dc:subject><![CDATA[FX]]></dc:subject>
  <dc:date>2026-08-07T06:45:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[Rates Spark: More guidance from jobs data than the Fed]]></title>
  <link>https://think.ing.com/articles/rates-spark-more-guidance-from-the-jobs-data-than-from-the-fed/</link>
  <guid>https://think.ing.com/articles/rates-spark-more-guidance-from-the-jobs-data-than-from-the-fed/#When:06:28:00Z</guid>
  <description><![CDATA[ The Fed is leaving markets guessing on rates, with a September hike still a close call. This turns the focus to today’s US jobs report, while resilient risk sentiment and elevated real yields keep long-end rates under pressure]]></description>
  <dc:subject><![CDATA[Rates, Rates Spark]]></dc:subject>
  <dc:date>2026-08-07T06:28:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[German industry shows surprising resilience in June]]></title>
  <link>https://think.ing.com/snaps/germanys-industrial-outlook-improves/</link>
  <guid>https://think.ing.com/snaps/germanys-industrial-outlook-improves/#When:05:49:00Z</guid>
  <description><![CDATA[EUROPE: Despite higher energy prices and the war in the Middle East, German industry continued its modest cyclical rebound, with an improvement in June. However, whether this rebound can really translate into a structural and sustainable recovery remains a different story]]></description>
  <dc:subject><![CDATA[Europe, Germany]]></dc:subject>
  <dc:date>2026-08-07T05:49:00+00:00</dc:date>
</item>
 
<item>
  <title><![CDATA[China’s trade growth surged amid strong external demand]]></title>
  <link>https://think.ing.com/snaps/chinas-trade-growth-met-upbeat-expectations-in-july/</link>
  <guid>https://think.ing.com/snaps/chinas-trade-growth-met-upbeat-expectations-in-july/#When:04:03:00Z</guid>
  <description><![CDATA[ASIA/PACIFIC: Chinese exports surged in July as external demand remained strong for sectors from ships to autos to tech. Imports continue to be driven by tech, while coal and natural gas imports picked up in July as oil imports remained in contraction]]></description>
  <dc:subject><![CDATA[Asia/Pacific, China]]></dc:subject>
  <dc:date>2026-08-07T04:03:00+00:00</dc:date>
</item>


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